Sarah Sikorski, CPA, CFP®
DIRECTOR, WEALTH MANAGEMENT
Recent Posts
Featured Post:
What You Need to Consider Before Accepting a Severance Package From Shell
Severance. It’s a term that can evoke anxiety; most of us aren’t ready to talk about it or hear the phrase “severance package” discussed in conjunction with our career. How can a severance package...
How Mega Backdoor Roth Contributions Can Boost Your Retirement Savings
by Sarah Sikorski, CPA, CFP®
November 25, 2024
Saving for Retirement? 7 Ways BP Executives Can Save More in the ESP
by Sarah Sikorski, CPA, CFP®
June 26, 2024
BP HSA Tax Benefits & Investment Strategies To Consider in Open Enrollment
by Sarah Sikorski, CPA, CFP®
January 16, 2024
How to Select Retiree Medical Health Benefits for BP Professionals
by Sarah Sikorski, CPA, CFP®
August 15, 2023
How to Evaluate BP Disability Insurance Costs & How Much You Need
by Sarah Sikorski, CPA, CFP®
February 21, 2023
BP Life Insurance Benefits: Do You Need It & How Much is Enough?
by Sarah Sikorski, CPA, CFP®
February 14, 2023
Shell Retirement Planning: How to Invest Your Shell Benefit Payouts
by Sarah Sikorski, CPA, CFP®
August 30, 2022
How to Use Cash Reserves as an Emergency Fund for Retirement
by Sarah Sikorski, CPA, CFP®
January 26, 2022
Tax Planning for Retirees: Navigating the Medicare and Social Security Tax Rates
by Sarah Sikorski, CPA, CFP®
January 06, 2022
Retirement Withdrawal Strategies to Lower Taxes
by Sarah Sikorski, CPA, CFP®
December 27, 2021